NEW RIVER FINANCIAL GROUP, LLC
Legal name: MARTIN WEALTH SOLUTIONS
CRD #283428 SEC #801-126115 CHRISTIANSBURG, VA 540-639-4810
SEC Registered
Total AUM
$276.6M
Discretionary
$276.6M
Employees
10
Clients
51
Accounts
1,495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $276.6M | $276.6M | $0 | 10 | 0 |
| Mar 2024 | $184.1M | $184.1M | $0 | 7 | 0 |
| Mar 2023 | $132.3M | $132.3M | $0 | 7 | 0 |
| Jun 2022 | $139.7M | $139.7M | $0 | 6 | 0 |
DateMar 2025
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees6
Clients0